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Luis G

CFP®, Series 65

Laredo, TX

Kovack Advisors, Inc.

Luis Guajardo is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Kovack Advisors, Inc. and previously spent nine years at Cresta Advisors LLC. He also has two years of experience at the University of Incarnate Word. Kovack Advisors, Inc. is a multi-team registered investment adviser with about 260 advisors and over $6 billion in client assets, serving individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients. The firm uses a risk-tolerance questionnaire and a Statement of Investment Selection to guide portfolio construction, employing both internally created models and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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